Eurozone Publications
Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Emerging Asia Global Weekly Monitor Claus Vistesen (Chief Eurozone Economist)
- We look for agreeable data this week; we see upside risk to GDP growth, and downward to core inflation.
- Money data point to a lift-off in GDP growth over the coming quarters, adjusted for the savings shift...
- ...But lending figures suggest we are right to think investment will remain depressed in H1.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- The Eurozone is still an incomplete currency union, but we think it will carry on regardless.
- The pandemic and war in Ukraine show that inflation is possible even in a rapidly aging economy.
- Fiscal activism, inflation and higher interest rates are all here to stay in the EZ, for the foreseeable future.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- Our preliminary forecasts for France and Germany point to downside risks to EZ core inflation in April.
- A VAT hike on gas in Germany and higher oil prices are near-term upside risks to energy inflation.
- Italy will struggle to shrink its budget deficit to 3% any time soon; will the EU take note?
Claus Vistesen (Chief Eurozone Economist)Eurozone
In one line: The ECB will cut in June, barring a significant shift in its Q2 forecasts.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- Industrial production in the Eurozone likely jumped in February but fell over Q1 as a whole.
- Retail sales data point to a subdued EZ consumer in Q1, but the services numbers will look better.
- Our Nowcast model points to EZ GDP stagnating in Q1, but it is too downbeat; a 0.2% rise is more likely.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- Early HICP numbers point to downside risks to EZ inflation, but beware Easter effects in Germany.
- A soaring French budget deficit in 2023 raises the risk of a confidence-denting income tax hike in 2024.
- The Eurozone money supply data are picking up, supporting a further rebound in the composite PMI.
Claus Vistesen (Chief Eurozone Economist)Eurozone